placement, page-14

Hey guys,

Great to hear the BHP chat again :)

I just got word that RIO wants triplicate rail tracks, BHP will follow suit, with both shipping around 300-350 million tones per year. They know what the demand is from China and both will run out of mined ore with current mines. They will need to expand mine sites, hence why IMO BHP will buy out BRM in due course. RIO has already started the game with the IOH deal :)

CK